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Parker Moeder

Centerpoint Advisory Group, LLC

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About Parker Moeder

Parker Moeder is an investment advisor representative with Centerpoint Advisory Group, LLC in Overland Park, Kansas. Parker has been in the industry since December 2012. Parker is registered with the state of Kansas. Parker specializes in providing financial planning, pension consulting and selection of other advisers. Centerpoint Advisory Group, LLC primarily works with individuals.

Firm Information

Parker Moeder is currently registered with Centerpoint Advisory Group, LLC. Centerpoint Advisory Group, LLC is an independent investment advisory firm based in Overland Park, Kansas, serving clients across the United States. With over 236.8 million dollars in regulatory assets under management, the firm specializes in financial planning, pension consulting, and portfolio management for individuals, high-net-worth individuals, and retirement plans. They offer personalized financial solutions to meet the unique needs of their clients.
Centerpoint Advisory Group, LLC

7450 WEST 130TH STREET

OVERLAND PARK, KS 66213

$236.83M

Assets Under Management

8

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Parker Moeder’s Registration & Firm History

KS

01/31/2024 - Present

Centerpoint Advisory Group, LLC (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 09/15/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Parker Moeder.
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